Email by Zapier + Formstack Documents + Salesforce Integrations
How to connect Email by Zapier + Formstack Documents + Salesforce
Zapier lets you send info between Email by Zapier and Formstack Documents and Salesforce automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Start here
Choose an Action
Choose an Action
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Do even more with Email by Zapier + Formstack Documents + Salesforce
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Email by Zapier, Formstack Documents, and Salesforce. And don’t forget that you can add more apps and actions to create complex workflows.
Email AddressRequired
Try ItFree Test Limitation
ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
OutputRequired
File Name
File 1Required
File 2
File 3
File 4
File 5
RouteRequired
Download File
Join millions worldwide who automate their work using Zapier
How Email by Zapier + Formstack Documents + Salesforce Integrations Work
- Step 1: Authenticate Email by Zapier, Formstack Documents, and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Email by Zapier
Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.)
Have direct access to your own email servers? Check out our IMAP and SMTP services!
About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
